HomeMy WebLinkAbout2/4/2025 Item 5c, Floyd - Staff Agenda CorrespondenceCity of San Luis Obispo, Council Memorandum
City of San Luis Obispo
Council Agenda Correspondence
DATE: February 4, 2025
TO: Mayor and Council
FROM: Aaron Floyd, Utilities Director
VIA: Whitney McDonald, City Manager
SUBJECT: ITEM 5C - AUTHORIZE EXECUTION OF FIRST AMENDMENT TO
CITY/CAL POLY WATER AND SEWER RATE AGREEMENT TO EXTEND
THE TERM OF THE AGREEMENT BY ONE YEAR WITH OPTION FOR
EXTENSION
Staff received the following questions from Council members regarding the City’s existing
water and sewer rate agreement with California Polytechnic State University (Cal Poly).
The questions are below with staff’s response shown in italics:
1) Looking at the formula for calculating water and sewer rates for Cal Poly and
the tables in Attachment A, can you explain how it is determined, the amount
that is applicable to Cal Poly and how this is used to come up with the
percentages that are then averaged to figure out what their annual rate will
be? See highlighting in tables:
Item 5c. First Amendment to City/Cal Poly Water and Sewer Rate Agreement Page 2
Water Rate Structure. The University's rate structure for water is based on the
current rate for City non-residential accounts but is modified by a percentage
("ratio") that accounts for that part of the rate structure that is applicable to the
University (water treatment and distribution less capacity interest in the system
purchased by the University – these cells are highlighted in gray in the Schedule).
The University does not pay expenses related to source of supply as the University
has its own water supply from Whale Rock Reservoir. The annual ratio is
determined by taking the average of these calculations for the 3 most recent fiscal
years’ audited expenses + 1 current fiscal year projected expenses + 1 upcoming
fiscal year projected expenses, divided by 5.
Sewer Rate Structure. The University's rate structure for sewer is also based on
the current rate for City non-residential accounts as modified by a percentage
("ratio") that accounts for that part of the rate structure that is applicable to the
University (collection, pretreatment, and treatment less capacity interest
purchased by the University -these cells are highlighted in gray in the Schedule).
The annual ratio is determined using the 3 most recent fiscal years’ audited
expenses + 1 current fiscal year projected expenses + 1 upcoming fiscal year
projected expenses, divided by 5.
Anticipated Updates. A component of the current negotiations with Cal Poly
includes the possibility of simplifying the water and sewer rate structures. These
conversations have been initiated and will be on-going and are part of the reason
the City and Cal Poly seek to extend the current agreement to allow for
negotiations that ensure the City and Cal Poly’s interests are reflected in the future
recommendation and alternatives to ultimately be considered by the City Council.
2) How much non-potable water does the university generally ask to use? How
is the rate for that water determined?
None. Since the current Agreement was executed, the University has not
requested non-potable water from the City. If requested, the University’s rate
structure for short-term non-potable water would be based on all current fiscal year
City expenses related to source of supply. Similar to the water and sewer rate
structures, the City is seeking to update and clarify this section of the Agreement.
3) Why have we set Cal Poly water/sewer rates at the commercial level, when
there are so many residential units on campus, and 4,000 more are in the
works in the near term?
The University has been subject to the City’s commercial or non-residential rates
since at least 1993. Although the University provides on-campus housing, rates
have not been structured or split based on the type of end user within the campus
(residential vs. commercial) but rather on the classification of the University as a
college, as this is the underlying and primary land use. Any future changes would
require an analysis of cost-of-service principles to be consistent with the City’s
overall rate-setting methodology and customer classification system.